> ## Documentation Index
> Fetch the complete documentation index at: https://docs.porcia.org/llms.txt
> Use this file to discover all available pages before exploring further.

# Frequently Asked Questions

> Common questions about using Porcia

# Frequently Asked Questions

## Getting Started

<AccordionGroup>
  <Accordion title="How long does it take to set up Porcia?">
    Initial setup takes about 5-10 minutes:

    * Account creation: 2 minutes
    * Email integration: 2-3 minutes
    * SSO integration (optional): 5 minutes
    * Browser extension (optional): 1 minute

    The initial discovery scan takes 2-5 minutes after connecting your first integration.
  </Accordion>

  <Accordion title="Do I need to connect all integrations?">
    No! You can start with just one integration (we recommend email) and add others later. However, connecting multiple sources gives you more complete visibility:

    * Email: Discovers vendors from communications
    * SSO: Discovers apps accessed via single sign-on
    * Browser: Tracks actual usage

    Each integration adds a different dimension to your SaaS visibility.
  </Accordion>

  <Accordion title="Can I try Porcia before committing?">
    Yes! We offer a 30-day free trial of our Growth plan so you can experience the best of what Porcia has to offer. No credit card required to start. You can:

    * Connect all integrations
    * Discover unlimited vendors
    * Use AI negotiations
    * Invite team members (up to Growth plan limits)
    * Access advanced analytics and reports

    After the trial, choose a plan that fits your needs.
  </Accordion>

  <Accordion title="What happens to my data if I cancel?">
    If you cancel your subscription:

    * Your data is retained for 30 days (in case you change your mind)
    * After 30 days, all data is permanently deleted
    * You can export your data before canceling
    * Integrations are automatically disconnected

    You can request immediate data deletion by contacting support.
  </Accordion>
</AccordionGroup>

## Email Integration

<AccordionGroup>
  <Accordion title="What email permissions does Porcia need?">
    Porcia requests read-only access to your email:

    * **Read emails** - To identify vendor communications
    * **View metadata** - Sender, subject, date

    We CANNOT:

    * Send emails from your account
    * Delete or modify emails
    * Access personal emails (only vendor emails are processed)
  </Accordion>

  <Accordion title="How far back does Porcia scan my emails?">
    The initial scan covers the last 6 months of emails. This is typically sufficient to discover most active vendors. If you need to discover older vendors, you can:

    * Manually add them to Porcia
    * Forward historical vendor emails to your Porcia address
    * Wait for new emails from those vendors
  </Accordion>

  <Accordion title="Does Porcia read all my emails?">
    No! Porcia only processes emails from known SaaS vendor domains. Personal emails, internal company emails, and non-vendor communications are ignored and never stored.

    Our AI classifier identifies vendor emails by:

    * Sender domain (e.g., @salesforce.com)
    * Email content patterns (invoices, renewals)
    * Known vendor signatures
  </Accordion>

  <Accordion title="What happens to my email content?">
    Email content is processed to extract vendor data and then stored encrypted. Only structured metadata is used for your dashboard:

    1. Email arrives (via OAuth or forwarding)
    2. AI extracts structured data (vendor, pricing, dates)
    3. Only metadata is retained (sender, subject, date, extracted fields)

    We never use email content for any purpose beyond vendor data extraction.
  </Accordion>

  <Accordion title="Can I disconnect email integration?">
    Yes! You can disconnect anytime:

    1. Go to Settings → Integrations → Email
    2. Click Disconnect
    3. Confirm disconnection

    Historical vendor data will be preserved unless you choose to delete it. New emails will no longer be processed.
  </Accordion>
</AccordionGroup>

## SSO Integration

<AccordionGroup>
  <Accordion title="Do I need admin access to connect SSO?">
    Yes, SSO integration requires admin permissions on your identity provider (Google Workspace, Microsoft Entra, or Okta). This is necessary to:

    * Read application catalog
    * View user assignments
    * Track login events

    If you don't have admin access, ask your IT team to set this up.
  </Accordion>

  <Accordion title="Can I connect multiple SSO providers?">
    Yes! You can connect multiple identity providers simultaneously. This is useful for:

    * Companies using multiple IdPs (e.g., Google + Azure AD)
    * Mergers and acquisitions
    * Hybrid environments

    Porcia automatically deduplicates vendors found across multiple providers.
  </Accordion>

  <Accordion title="Does SSO integration track individual user activity?">
    Porcia tracks aggregated usage data:

    * Which apps are accessed
    * Login frequency
    * Active vs inactive users

    Individual user activity is only visible to workspace admins and is anonymized in reports. Users can opt out of usage tracking in their privacy settings.
  </Accordion>

  <Accordion title="What if my organization restricts third-party apps?">
    If your organization restricts third-party OAuth apps, your IT admin needs to whitelist Porcia:

    **Google Workspace:**
    Admin Console → Security → API Controls → Manage Third-Party App Access

    **Microsoft 365:**
    Admin Center → Settings → Org settings → Services → Microsoft 365 on the web

    **Okta:**
    Admin Console → Applications → Add Application

    Contact support for detailed instructions.
  </Accordion>
</AccordionGroup>

## Browser Extension

<AccordionGroup>
  <Accordion title="Is the browser extension safe?">
    Yes! The extension is privacy-first:

    * All analysis happens locally in your browser
    * Only domain names and duration are sent to Porcia
    * No page content, forms, or keystrokes are tracked
    * No personal browsing (only known SaaS domains)

    The extension is open source and can be audited.
  </Accordion>

  <Accordion title="Does the extension slow down my browser?">
    No. The extension is lightweight and runs in the background with minimal resource usage. It only activates when you visit known SaaS domains.
  </Accordion>

  <Accordion title="Can I exclude certain websites?">
    Yes! You can exclude specific domains from tracking:

    1. Click the extension icon
    2. Go to Settings
    3. Add domains to exclusion list

    Excluded domains won't be tracked or reported to Porcia.
  </Accordion>

  <Accordion title="Can I pause tracking temporarily?">
    Yes! Click the extension icon and toggle "Pause Tracking". This stops all tracking until you resume. Useful for:

    * Personal browsing during work hours
    * Sensitive work
    * Demos or presentations
  </Accordion>
</AccordionGroup>

## Pricing & Billing

<AccordionGroup>
  <Accordion title="What's included in each plan?">
    **Starter (\$15/month):**

    * 1 user
    * Unlimited vendor discovery
    * Email + SSO + Browser integrations
    * Basic analytics
    * AI negotiations

    **Growth (\$20/user/month, min 3 seats):**

    * Everything in Starter
    * Team collaboration
    * Advanced analytics
    * Custom reports
    * Priority support

    **Enterprise (Custom pricing):**

    * Everything in Growth
    * Unlimited users
    * Dedicated support
    * Custom integrations
    * SLA guarantees
  </Accordion>

  <Accordion title="How does seat-based billing work?">
    On the Growth plan:

    * Minimum 3 seats required
    * When you invite a 4th user, a new seat is automatically added
    * You're charged prorated for the remainder of the billing cycle
    * Next renewal includes the new seat
    * You can manually reduce seats (minimum 3) from billing settings
  </Accordion>

  <Accordion title="Can I change plans?">
    Yes! You can upgrade or downgrade anytime:

    * **Upgrade:** Takes effect immediately, prorated charge
    * **Downgrade:** Takes effect at next renewal

    Go to Settings → Billing → Change Plan
  </Accordion>

  <Accordion title="Do you offer discounts?">
    Yes! We offer:

    * **Annual billing:** 20% discount (2 months free)
    * **Nonprofits:** 50% discount (contact sales)
    * **Startups:** Special pricing for early-stage companies
    * **Volume:** Custom pricing for 200+ users

    Contact [sales@porcia.org](mailto:sales@porcia.org) for discount inquiries.
  </Accordion>

  <Accordion title="What payment methods do you accept?">
    We accept:

    * Credit cards (Visa, Mastercard, Amex)
    * Debit cards
    * ACH bank transfer (annual plans only)
    * Wire transfer (Enterprise plans only)

    All payments are processed securely through our payment provider.
  </Accordion>
</AccordionGroup>

## Features & Functionality

<AccordionGroup>
  <Accordion title="How accurate is vendor discovery?">
    Porcia's vendor matching is highly accurate:

    * Known vendors: high accuracy
    * New/unknown vendors: flagged for manual review

    You can always manually correct vendor matches or add missing vendors.
  </Accordion>

  <Accordion title="How does AI negotiation work?">
    AI negotiation uses:

    * Your contract and usage data
    * Pricing benchmarks from similar companies
    * Vendor intelligence (fiscal calendar, market position)
    * Negotiation playbooks from successful outcomes

    The AI generates a strategy and draft email, which you can customize before sending.
  </Accordion>

  <Accordion title="Are pricing benchmarks accurate?">
    Pricing benchmarks are based on anonymized data from other Porcia users:

    * Segmented by company size, industry, and usage
    * Updated regularly
    * Requires sufficient data points before a benchmark is shown

    Benchmarks are directional guidance, not exact pricing. Your actual negotiation outcome depends on many factors.
  </Accordion>

  <Accordion title="Can I manually add vendors?">
    Yes! You can manually add vendors that weren't automatically discovered:

    1. Go to Vendors → Add Vendor
    2. Enter vendor name and details
    3. Upload contracts and documents
    4. Set renewal dates and pricing

    Manually added vendors have the same features as discovered vendors.
  </Accordion>

  <Accordion title="Can I export my data?">
    Yes! You can export:

    * Vendor list (CSV, Excel)
    * Spending data (CSV, Excel)
    * Usage analytics (CSV, Excel)
    * Documents (ZIP file)
    * Complete data export (JSON)

    Go to Settings → Data Export
  </Accordion>
</AccordionGroup>

## Security & Privacy

<AccordionGroup>
  <Accordion title="How does Porcia protect my data?">
    Porcia uses enterprise-grade security:

    * **Encryption:** AES-256 at rest, TLS 1.3 in transit
    * **Access control:** Role-based permissions
    * **Audit logs:** Complete activity tracking
    * **Privacy by design:** Built following GDPR principles
    * **Infrastructure:** Enterprise-grade secure cloud infrastructure with best-in-class security practices
  </Accordion>

  <Accordion title="Who can see my data?">
    Data visibility is role-based:

    * **Workspace Admin:** Full access to all data
    * **Workspace Member:** Access to vendors they're assigned to
    * **Porcia Team:** No access (except support with permission)

    You control who has access to your workspace.
  </Accordion>

  <Accordion title="How does Porcia handle data privacy?">
    Porcia is built following GDPR principles and data protection best practices:

    * Right to access your data
    * Right to delete your data
    * Right to export your data (data portability)
    * Data processing agreements available
    * User consent and transparency
    * EU data residency (planned for Enterprise)

    Contact [support@porcia.org](mailto:support@porcia.org) for specific data protection questions.
  </Accordion>

  <Accordion title="Where is my data stored?">
    Data is stored in secure, enterprise-grade cloud data centers with redundancy and backup systems in place. EU data residency is planned for Enterprise customers.

    Contact [support@porcia.org](mailto:support@porcia.org) for specific data residency questions.
  </Accordion>

  <Accordion title="Do you sell my data?">
    No! We never sell your data. Period.

    We use anonymized, aggregated data for:

    * Pricing benchmarks (opt-in)
    * Product improvements
    * Industry insights

    Your specific pricing and vendor details are never shared.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Why aren't vendors appearing?">
    Common reasons:

    1. **Wait time:** Initial scan takes 2-5 minutes
    2. **No vendor emails:** Check if you have vendor emails in the scanned period
    3. **Integration issue:** Verify integration is connected in Settings
    4. **Filters:** Check if filters are hiding vendors

    See [Email Sync Troubleshooting](/troubleshooting/email-sync) for detailed help.
  </Accordion>

  <Accordion title="Why is my email sync not working?">
    Common fixes:

    1. **Reconnect:** Go to Settings → Integrations → Email → Reconnect
    2. **Check permissions:** Verify OAuth permissions weren't revoked
    3. **Check token:** OAuth tokens expire; reconnect to refresh
    4. **Contact support:** If issue persists

    See [Email Sync Troubleshooting](/troubleshooting/email-sync) for detailed help.
  </Accordion>

  <Accordion title="Why is SSO discovery not finding apps?">
    Common reasons:

    1. **Admin permissions:** Verify you have admin access
    2. **Sync delay:** Initial sync can take 5-10 minutes
    3. **No SSO apps:** Verify you have SSO-enabled apps
    4. **Integration issue:** Reconnect SSO integration

    Contact support if the issue persists.
  </Accordion>

  <Accordion title="How do I contact support?">
    Multiple support channels:

    * **Email:** [support@porcia.org](mailto:support@porcia.org) (24-hour response)
    * **In-app chat:** Click the chat icon (bottom right)

    Enterprise customers have dedicated support with SLA guarantees.
  </Accordion>
</AccordionGroup>

## Still Have Questions?

<CardGroup cols={2}>
  <Card title="Contact Support" icon="life-ring" href="mailto:support@porcia.org">
    Email us at [support@porcia.org](mailto:support@porcia.org)
  </Card>

  <Card title="Email Sync Troubleshooting" icon="wrench" href="/troubleshooting/email-sync">
    View email troubleshooting guide
  </Card>

  <Card title="Schedule Demo" icon="calendar" href="https://porcia.org/demo">
    Book a demo with our team
  </Card>

  <Card title="In-App Chat" icon="message-circle">
    Use the chat widget in the bottom-right corner
  </Card>
</CardGroup>